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The Receiving process allows you to receive items delivered from a vendor, transferred from a warehouse/other site, received from a price-contract/purchase-order, or ad-hoc (in which no order or transfer exists). You may also print and make corrections to a receiving record. Depending on how your District operates, you may not use all receiving options indicated in Step 3. |
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From the Home tab, select Receive Inventory. |
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Receiving inventory is made easy through the Receiving wizard. |
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If all quantities are correct, you may choose to select Check All.
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Attached Images - Allows you to scan, add, edit, view, and remove images from a receiving record. e.g. Delivery Invoice, Backorder Invoice, etc. Delete Entire Receiving Record - Allows you to delete the entire Receiving Record (depending upon permissions). Bulk Changes - Allows you to make bulk changes to all items. Use the drop-down menu to select which bulk change in which you wish to apply changes.
Lot Numbers - Enter the Lot Number to use for every item on the invoice. Delivery Fees - Enter the Delivery Fee per Case to use for every item on the invoice. Storage Fees - Enter the Storage Fee per Case to use for every item on the invoice. Other Costs - Enter the Other Cost per Case to use for every item on the invoice.
Add Item by Inventory Tag |
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- Allows you to add an additional item by an inventory tag as long as an existing inventory tag does not exist. Add Item Ad-Hoc - Allows you to Search for and add an ad-hoc item from the list of available items. Edit Item |
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Edit Item
- Allows you to create a New Inventory Tag for an item.
Remove Item - Allows you to remove a selected item from the Receiving invoice. (e.g. An item was not received due to low/no stock or was in poor condition for consumption.) Scan Barcodes - Allows you to scan single, box, case, pallet item barcodes as well as inventory tags when receiving inventory.
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You may make edits/corrections to an existing record. In order to make changes, you must first open the correct operating day. Search for the receiving record. Then, select the correct invoice and click Edit Receiving Record to make any necessary edits following the same instructions in Step 5.
The Print option in Receiving allows you to print Inventory Tag Labels for items received on an invoice and the Receiving Tracking Log. Additionally, you can reprint Receiving Details.
Inventory Tag Labels Inventory Tag Labels are designed to be printed on Avery™6150 labels and placed on inventory in order to assist in tracking inventory.
Receiving Tracking Log The Receiving Tracking Log allows you to review the full history of a receiving record. You may choose to view, print, or export the report. From the Print |
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option, select Receiving Tracking Log. Receiving Details The Receiving Details report can be attached to invoices submitted to Central Office. The Receiving Details report should open immediately after saving changes to a receiving record; however you may choose to view, export, or print the report at any time. |